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Setting Up Your Portal Account
This page covers everything you need to get started with the DTC Client Portal — whether you're brand new to DTC, you've been a DTC contact for a while and are setting up portal access for the first time, or you just need to reset your password. Access the por...
Workload-Instance Bucket Architecture
This page defines how DTC provisions cloud object storage for backup workloads, and DTC-built applications, that handle multi-tenancy at the application layer. Companion to Cloud Backup Architecture Standards, which covers the per-(client, location, workload) ...
Database Client Tools — Connecting to SQL Backends
Document Type: Reference / Setup Guide | Audience: DTC Engineers (T2 / T3 / L3) | Last Updated: April 2026 | Version: 1.0 This book documents 853 tables and 17,624 columns of HaloPSA's SQL schema. To make use of that reference, an engineer needs to actually op...
Email Address Architecture
Email addresses are identity surfaces. Every address we publish encodes who it routes to, what trust level it carries, what services authenticate against it, and how outbound mail signed with it gets validated. Addresses chosen casually create real cost: mail ...
HaloPSA REST API v2 — Swagger Spec
Live OpenAPI 3.0.1 spec for the HaloPSA REST API v2, served by our own instance. As of 2026-10-22 (Halo PSA 2.250.53): 961 paths, 1,507 operations (821 GET, 422 POST, 264 DELETE; no PUT or PATCH), 812 schemas. Use this as the authoritative field-level referenc...
Quote Samples
Captured /Quotation POST payloads from real Halo UI interactions or worked-out shapes the DTC Client Portal exercises. Useful for: Reproducing edge cases against a local stack (e.g. seeding test data via curl). Comparing what the portal sends vs what the Halo...
NinjaOne Backup — Backup Won't Start / Stuck on "Backup Started"
Audience: T1 / T2 Use when: NinjaOne shows "backup started" with no progress, or the Lockhart backup service is stopped and backups are not running. Lockhart is the internal codename for the NinjaOne Backup agent service. It runs completely separately from the...
NinjaOne Backup — SMB Credentials Rejected (System Error 86) Despite Correct Password: LmCompatibilityLevel / NTLMv2
Audience: T1 / T2 (the domain-controller / GPO fix below is T3-tier — it touches Group Policy) Use when: A NinjaOne backup to a NAS fails with a credential/authentication error, and manual SMB testing from the affected server returns "System error 86 has occur...
How to Schedule Field Visit from Service Desk Request
This is how the Project Manager will schedule field visit tickets that land on the Unassigned Service Desk area in HaloPSA.
How To Schedule A Field Install Visit
Learn the process for scheduling a field visit in the ticketing system. This guide walks you through selecting the correct workflow, setting date and time details, and assigning the task to the appropriate technician. Workflow Configuration 1. Navigate to the ...
Employee Onboarding, Role Changes, and Offboarding (Employee Lifecycle)
When someone joins your team, changes roles, or leaves, DTC handles the technology side: accounts, email, licenses, application access, equipment, and secure data cleanup. This page explains how to request that work and includes the request form. It applies to...
Human Resources
QNAP → UNAS Nightly Sync via Hybrid Backup Sync (HBS3)
Audience: T2 / T3 Use when: A site has both a QNAP (file server) and a UniFi UNAS (backup target), and QNAP data needs to be protected. Also use when a client asks to "back up the QNAP" and the only backup platform on site is NinjaOne. Why This Page Exists Nin...
Open Backup Failure Tracker
Running record of clients whose backups are currently failing, how long they have been failing, and which leg (local or cloud) is broken. This is an operational log, not a standard — it is expected to change daily. For the policy this measures against, see Bac...
Backup Methodology & Direction
Status: direction, not yet standard. This page records where DTC's data protection model is heading, why, and how it would be built. The authoritative, in-force policy remains Backup & Data Protection Standards. Nothing here changes a client configuration unti...
Restic — Emergency Interim Backup
Restic is DTC's break-glass interim backup tool, deployed only when NinjaOne Backup has failed to capture both local and cloud copies and a host is left with no protection. Covers T3-only deployment, dual-repository configuration (site NAS plus Backblaze B2), ...
Restic — Emergency Interim Backup: Deployment & Restore (T3 Only)
T3 / CODE COMMANDERS ONLY — DO NOT ATTEMPT BELOW T3 This procedure deploys a non-standard backup tool into a production client environment, handles client-encryption keys that have no recovery path, and touches domain controllers and PHI-bearing volumes. A mis...
Veeam v13 Fleet Upgrade — Runbook & Milestone Tracker
Book: Backup Operations | Audience: T3 / Code Commander (T2 with supervision) Platform: Veeam Backup & Replication 12.x → 13.1.1.18 (13.1.0.411 + patch) on DTC BDR appliances — 13.1.1.18 is now the pinned build; see the Veeam Version Standard and the Veeam BDR...